SHELL EMPLOYEES CLUB (EIN 510151560) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Phone

8327622958

Tax Period

2025-01-01 to 2025-12-31

SHELL EMPLOYEES CLUB, founded in 1975, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2025. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $2.3M left a modest 7% surplus.

Mission

To provide club members access to various quality events and trips at a discounted rate.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $105,671

Program Service Revenue $2,393,110

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,498,781

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,312,390

Other Expenses $19,542

TOTAL EXPENSES $2,312,390

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,498,781	$2,313,649	+0.1%
Expenses	$2,312,390	$2,169,015	+0.1%
Net Income	$186,391	$144,634	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Phyllis Phelps	President	3	Officer	$0	$0	$0
Roland Olivo	Vice President	3	Officer	$0	$0	$0
Corrine Graney	Secretary	3	Officer	$0	$0	$0
Christine Llacar	VP Membership	3	Officer	$0	$0	$0
Sid Suarez	VP Communications	3	Officer	$0	$0	$0
Cynthia Salinas	VP Ticket Window	3	Officer	$0	$0	$0
Janelle Guerra	Treasurer	3	Officer	$0	$0	$0
Carolina Bell	Assistant Treasurer	3	Officer	$0	$0	$0
David Rebels	Auditor	3	Officer	$0	$0	$0
Sherry Contreras	VP Sports and Trips	3	Officer	$0	$0	$0
Valerie Vallot	VP Singles & Couples	3	Officer	$0	$0	$0
Elizabeth Lizcano	VP Membership	3	Officer	$0	$0	$0
Maribel Garcia	VP Family	3	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,498,781	$2,312,390	$552,575	$186,391
2024	$2,313,649	$2,169,015	$366,184	$144,634
2023	$1,360,758	$1,362,405	$221,550	$-1,647
2022	$964,670	$932,822	$223,197	$31,848
2021	$293,470	$351,605	$191,349	$-58,135
2020	$885,015	$823,971	$249,484	$61,044

SHELL EMPLOYEES CLUB